Holdings of Champlain Investment Partners, LLC
122 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 19.4 % of the equity sleeve
Sector breakdown
- Technology 9.3 %
- Industrials 7.2 %
- Health care 5.2 %
- Energy 2.1 %
- Consumer discretionary 1.9 %
- Materials 1.7 %
- Financials 1.5 %
- Unattributed 71.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 122 | 7.4B $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Tradeweb Markets Inc | 1,469,486 | 172.9M $ | |
| 2 | Penumbra Inc | 491,382 | 161.4M $ | |
| 3 | EOG Resources Inc | 1,059,630 | 153.2M $ | |
| 4 | Synopsys Inc | 384,815 | 152.6M $ | |
| 5 | Nutanix Inc | 4,010,155 | 152.4M $ | |
| 6 | Fastenal Co | 2,901,213 | 134.6M $ | |
| 7 | AAON Inc | 1,602,006 | 132.6M $ | |
| 8 | Veeva Systems Inc | 738,449 | 129.7M $ | |
| 9 | Akamai Technologies Inc | 1,125,340 | 129.2M $ | |
| 10 | Esab Corp | 1,304,834 | 126.1M $ | |
| 11 | Everpure Inc | 2,080,762 | 122.8M $ | |
| 12 | IDEX Corp | 640,274 | 121.4M $ | |
| 13 | Texas Pacific Land Corp | 252,962 | 120M $ | |
| 14 | Cullen/Frost Bankers Inc | 855,190 | 117.2M $ | |
| 15 | Floor & Decor Holdings Inc | 2,273,664 | 115.5M $ | |
| 16 | Cooper Cos Inc/The | 1,608,090 | 115M $ | |
| 17 | Cava Group Inc | 1,397,381 | 113M $ | |
| 18 | Wyndham Hotels & Resorts Inc | 1,377,897 | 111.9M $ | |
| 19 | Commerce Bancshares Inc/MO | 2,265,303 | 111.5M $ | |
| 20 | Hamilton Lane Inc | 1,087,227 | 108.1M $ | |
| 21 | WW Grainger Inc | 98,629 | 107.6M $ | |
| 22 | Carlisle Cos Inc | 316,975 | 105.7M $ | |
| 23 | Okta Inc | 1,340,535 | 105.5M $ | |
| 24 | MSA Safety Inc | 641,879 | 105.2M $ | |
| 25 | Houlihan Lokey Inc | 717,724 | 103.1M $ | |
| 26 | Domino's Pizza Inc | 285,414 | 102.4M $ | |
| 27 | AMETEK Inc | 425,358 | 91.2M $ | |
| 28 | Sprouts Farmers Market Inc | 1,181,630 | 91.1M $ | |
| 29 | Tractor Supply Co | 2,011,884 | 91.1M $ | |
| 30 | Mettler-Toledo International Inc | 70,206 | 88.5M $ | |
| 31 | Xylem Inc/NY | 731,680 | 87.4M $ | |
| 32 | Wingstop Inc | 544,415 | 84.4M $ | |
| 33 | Celsius Holdings Inc | 2,374,680 | 84.3M $ | |
| 34 | Procore Technologies Inc | 1,469,355 | 83.8M $ | |
| 35 | Waters Corp | 279,840 | 83.3M $ | |
| 36 | Datadog Inc | 703,503 | 83M $ | |
| 37 | Edwards Lifesciences Corp | 1,033,497 | 82.8M $ | |
| 38 | Gitlab Inc | 3,810,238 | 82.5M $ | |
| 39 | MSCI Inc | 152,234 | 82.1M $ | |
| 40 | Repligen Corp | 693,855 | 81.7M $ | |
| 41 | Toast Inc | 3,068,101 | 81.3M $ | |
| 42 | Axon Enterprise Inc | 191,280 | 81.2M $ | |
| 43 | Autodesk Inc | 334,930 | 80.2M $ | |
| 44 | elf Beauty Inc | 1,292,895 | 78.4M $ | |
| 45 | Ryan Specialty Holdings Inc | 2,269,707 | 76.6M $ | |
| 46 | Bio-Techne Corp | 1,454,171 | 76M $ | |
| 47 | Chewy Inc | 2,750,304 | 74.3M $ | |
| 48 | Kinsale Capital Group Inc | 214,815 | 73.4M $ | |
| 49 | Nordson Corp | 275,104 | 73.2M $ | |
| 50 | Agilent Technologies Inc | 610,046 | 69.5M $ | |
| 51 | Karman Holdings Inc | 830,830 | 66.5M $ | |
| 52 | Graco Inc | 755,082 | 63.9M $ | |
| 53 | Brown & Brown Inc | 968,274 | 63.1M $ | |
| 54 | Veralto Corp | 708,614 | 62.7M $ | |
| 55 | Rubrik Inc | 1,259,925 | 61.7M $ | |
| 56 | Zscaler Inc | 438,929 | 61.6M $ | |
| 57 | Palo Alto Networks Inc | 374,690 | 60.1M $ | |
| 58 | Bloom Energy Corp | 424,657 | 57.5M $ | |
| 59 | MongoDB Inc | 223,064 | 54.6M $ | |
| 60 | Lincoln Electric Holdings Inc | 218,404 | 54.4M $ | |
| 61 | AeroVironment Inc | 295,077 | 54M $ | |
| 62 | West Pharmaceutical Services Inc | 205,979 | 51.6M $ | |
| 63 | Matador Resources Co | 744,805 | 47.1M $ | |
| 64 | SPX Technologies Inc | 229,632 | 45.9M $ | |
| 65 | Simpson Manufacturing Co Inc | 254,525 | 43.7M $ | |
| 66 | Standex International Corp | 168,463 | 42.9M $ | |
| 67 | StoneX Group Inc | 529,052 | 42.7M $ | |
| 68 | CSW Industrials Inc | 162,721 | 42.4M $ | |
| 69 | Palomar Holdings Inc | 326,948 | 39.1M $ | |
| 70 | Kadant Inc | 129,081 | 37.7M $ | |
| 71 | Astera Labs Inc | 327,619 | 35.9M $ | |
| 72 | MarketAxess Holdings Inc | 210,076 | 34.7M $ | |
| 73 | First Financial Bankshares Inc | 1,173,175 | 34.6M $ | |
| 74 | Glaukos Corp | 319,027 | 34.3M $ | |
| 75 | Valvoline Inc | 1,005,196 | 33.9M $ | |
| 76 | Central BanCo Inc | 1,398,055 | 33.5M $ | |
| 77 | Skyward Specialty Insurance Group Inc | 764,911 | 33.4M $ | |
| 78 | SentinelOne Inc | 2,438,982 | 31.4M $ | |
| 79 | Braze Inc | 1,322,927 | 31.2M $ | |
| 80 | Rambus Inc | 357,223 | 30.7M $ | |
| 81 | Cactus Inc | 646,489 | 30.6M $ | |
| 82 | Commvault Systems Inc | 391,376 | 30.5M $ | |
| 83 | LPL Financial Holdings Inc | 101,050 | 30.4M $ | |
| 84 | Globus Medical Inc | 350,053 | 30.2M $ | |
| 85 | PJT Partners Inc | 215,241 | 30.1M $ | |
| 86 | Planet Fitness Inc | 402,346 | 29.9M $ | |
| 87 | Enerpac Tool Group Corp | 788,371 | 28.8M $ | |
| 88 | PROCEPT BIOROBOTICS CORP | 1,136,322 | 28.4M $ | |
| 89 | AtriCure Inc | 971,111 | 27.7M $ | |
| 90 | RLI Corp | 464,407 | 26.5M $ | |
| 91 | Vericel Corp | 815,173 | 26.2M $ | |
| 92 | German American Bancorp Inc | 626,447 | 26.2M $ | |
| 93 | Ralliant Corp | 618,902 | 25.7M $ | |
| 94 | Masimo Corp | 141,284 | 25.1M $ | |
| 95 | Alkami Technology Inc | 1,602,566 | 25.1M $ | |
| 96 | Modine Manufacturing Co | 115,825 | 25.1M $ | |
| 97 | BancFirst Corp | 223,375 | 24.2M $ | |
| 98 | Brinker International Inc | 159,702 | 22.8M $ | |
| 99 | Baldwin Insurance Group Inc/The | 1,034,260 | 22.7M $ | |
| 100 | Sensient Technologies Corp | 260,794 | 22.5M $ |